Summary

This chapter has underscored the pivotal role of onboarding within the customer lifecycle, outlining strategies for effectively preparing customers for their journey. We’ve highlighted the importance of the correct mindset and detailed tactics for driving engagement as a CS professional. To truly make a mark with your clients, it’s crucial to play to your strengths and tailor your approach to meet your customer’s specific needs and timings. Whether your strength lies in data storytelling or building relationships, utilize these skills to differentiate yourself.

The key is to take action. Start small if a large-scale campaign isn’t feasible, focusing on achieving a minor victory to gain momentum. Over time, this approach not only fosters stronger engagement but also positions you as the go-to for innovative solutions. While it’s unlikely you’ll employ every tactic with each client, being proficient in a variety of methods allows you...